Reports
First 100 days of Trump II see uncertainty spike – from the Fed to our nowcasts
In his first few months back in office, Donald Trump has clouded the global outlook to a degree unseen in recent years. CEIC users can measure this impact in all kinds of ways - from the news headlines to the Federal Reserve.
Reports
India’s drivers are a leading indicator for the economy
India's drivers are a proxy for the world's most populous economy: in turn, high-frequency data on auto registrations can be tapped for insights into global activity and key macro indicators more broadly.
Reports
Weekly China LNG and oil inventory drawdowns send a bullish signal
One way to measure the vigor of an economy is whether inventories are piling up or being drawn down; these supply and demand signals apply to energy as much as any other good.
Reports
How China dominates resilient steel and aluminum production
As Donald Trump's attempts to get other nations to the tariff bargaining table continue, we analyze the global picture for steel and aluminum production. The US president is reportedly exempting American automakers from his 25% duty on imports of these two crucial metals.
Reports
Platinum market tightens even as discount to gold persists
The platinum market is facing a significant supply shortage that commodity traders should watch closely. According to the World Platinum Investment Council (WPIC), the structural deficit for the precious metal was estimated at 995,000 ounces in 2024; that is projected to shrink only slightly to 850,000 ounces in 2025.
Reports
China's decade of gold purchases as bullion keeps breaking records
Gold continues to hit records, smashing through USD 3,400 per ounce this week. Expanding on our previous exploration of central banks' bullion purchases and their role in this price run-up, we're taking a closer look at China's moves in the gold market - and the long-term correlations that tend to drive gold prices more broadly.
Reports
Dollar Index slides to 3-year low on trade war uncertainties
Has Donald Trump killed "King Dollar?" Just months ago, the "Trump trade" reflected conventional wisdom that tariffs would drive the greenback higher. (Eastern European currencies, for example, were getting crushed.)
Reports
India and US talk trade amid energy-security potential of LNG
Donald Trump and Narendra Modi are pursuing trade talks. The US administration is seeking increased Indian imports of American liquefied natural gas (LNG), which would reduce the trade surplus that has vexed the Trump team.
Reports
Japan navigates US pressure and auto export dependence amid trade talks
Japanese Prime Minister Shigeru Ishiba has labeled Donald Trump's tariffs a "national crisis." While the first round of bilateral trade talks concluded without a clear breakthrough, press reports suggest Japan and the US are reportedly close to signing a deal.
Reports
A key use case for Point-in-Time data nonfarm payroll revisions (and surprises)
We're revisiting controversies surrounding market-moving revisions of non-farm payrolls (NFP) - and a powerful use case for CEIC's Point-in-Time (PiT) data to track how these revisions moved the market.